See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,625 | $99,918-78.4% | $81,382-73.4% | $145,922-85.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 34.32%-34.3pp | 24.73%-24.7pp | 561.29%-561.3pp |
| Employer contribution / active EE | $962 | $2,978-67.7% | $2,463-61.0% | $4,660-79.4% |
| Participant deferral / active EE | $11,225 | $4,605+143.8% | $3,883+189.1% | $6,688+67.8% |
| Admin fee / account holder | $1,700 | $8,212-79.3% | $5,768-70.5% | $13,397-87.3% |